As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Financial Solutions Canada® was founded in 2004 by company President, Robin Langis, B.B.A., CFP, in Orleans, Ontario. Financial Solutions Canada® is made up of a team of tax professionals and licensed financial advisors, trained to provide independent advice to help you reach your financial objectives, by using a proven, customized apporach called the Family WealthMap Solution™.
As Robin explains, "starting a brand new practice from scratch wasn’t easy, but it offered significant advantages. Among these was the ability to develop an independent outlook. As a financial advisory firm who provides independent financial advice, Financial Solutions Canada® could offer a variety of products and services to clients. Instead of choosing "off the shelf" products pushed by the product manufacturers, Financial Solutions Canada® had the freedom to choose what was best for the client."
It wasn’t long before Financial Solutions Canada® built up a significant base of clients of over 900 client families. With the trust and confidence we developed with our clients, they wanted us to handle more and more of their overall financial requirements. As a result, the company decided to become more of a “one-stop-shop” to look after all their tax, investment, insurance and retirement planning needs.
Robin is also life insurance licensed. He has helped many clients protect their assets and their income using insurance strategies such as Life Insurance, Critical Illness Insurance and Disability Insurance.
Robin has made it a priority to focus on his comprehensive financial planning process, and to strengthen existing client relationships. With the creation of the "Family WealthMap Solution™"" in 2006, Financial Solutions Canada® took a big step forward. By offering a systemized method of long-term financial planning, we offered our more sophisticated clients a proven structure for achieving their personal and financial goals. Robin works only with existing tax and investment clients, or by referral. He looks forward to welcoming only 5-10 new client families in the coming year to his proven financial planning process.
On a personal note, Robin has been married since 2003 to Lisa Langis, who works as a local school teacher. Both are active in the community, and are especially busy with their daughter's dance and son's hockey activities!
I provide administrative support to all of our clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.
I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial life but also in their personal life goals too.
My primary role is to assist Robin to ensure that each of our clients' financial questions and needs are addressed in the most timely manner possible.
To book an appointment with Robin to discuss your financial strategy, please contact me at: (613) 837-0733.